Compare HDFC Long Term Advantage Direct Plan Growth vs HDFC Taxsaver Direct Plan Growth

Compare FundsDetailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
HDFC Long Term Advantage Direct Plan GrowthEquity
ELSS
NOT AVAILABLE
HDFC Taxsaver Direct Plan GrowthEquity
ELSS
2.0
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HDFC Long Term Advantage Direct Plan Growth

(36.1%)

HDFC Taxsaver Direct Plan Growth

(7.1%)

Fund Details

Risk	Very High	Very High	-
Min SIP Amount	Not Supported	₹500	-
Expense Ratio	1.80%	1.19%	-
NAV	₹625.4 (14-Jan-2022)	₹850.4 (02-Feb-2023)	-
Fund Started	01-Jan-2013	01-Jan-2013	-
Fund Size	₹1,312Cr	₹9,993Cr	-
Exit Load	Nil	Nil	-

Returns

1Y
36.1%
7.1%
-
3Y
21.2%
16.9%
-
5Y
18.0%
8.8%
-

Pros & Cons

Pros
Found nothing so far.
1. 1Y category rank: 12. Exit load is zero3. Lower expense ratio: 1.19%4. Consistently higher annualised returns than category average for the past 1Y and 3Y
-

Cons
Found nothing so far.
1. 5Y and 10Y annualised returns lower than category average2. Lock-in period: 3Y3. Low rating: 2
-

Holding Analysis

Top 5
-
-
-
Top 20
-
-
-
P/E
-
-
-
P/B
-
-
-
Turnover
-
-
-
Equity
-
-
-
Cash
-
-
-

Top Holdings

Top 10 Holdings
Name
Assets
Infosys Ltd.
9.7%
ICICI Bank Ltd.
9.5%
Reliance Industries Ltd.
9.0%
HDFC Bank Ltd.
9.0%
Housing Development Finance Corpn. Ltd.
7.9%
State Bank of India
7.4%
Larsen & Toubro Ltd.
5.5%
ITC Ltd.
4.7%
Carborundum Universal Ltd.
4.5%
Redington India Ltd.
4.3%
Name
Assets
HDFC Bank Ltd.
9.8%
ICICI Bank Ltd.
9.5%
State Bank of India
6.1%
Bharti Airtel Ltd.
6.0%
Hindustan Aeronautics Ltd.
5.1%
Infosys Ltd.
5.0%
Mahindra & Mahindra Ltd.
4.6%
HCL Technologies Ltd.
4.6%
NTPC Ltd.
4.2%
Cipla Ltd.
3.8%
-

Fund Manager

Name
Chirag Setalvad
Roshi Jain
-
Education
Mr. Setalvad is a B. Sc and MBA from University of North Carolina.
Ms. Jain is a CFA, ACA and PGDM.
-
Experience
Prior to joining HDFC AMC he has worked with New Vernon Advisory Services Ltd., HDFC AMC and ING Barings N.V.
Prior to joining HDFC Asset Management Company Limited, she has worked with Franklin Templeton Investments, Goldman Sachs, London, Goldman Sachs, Singapore, Wipro Ltd. and S. R. Batliboi & Co.
-

About Fund

Description
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
HDFC Mutual Fund started their mutual fund on 30/06/2000 and its managing total assets of ₹2,70,046 Cr. Its ranked at 2 as per total assets at end of 30th Sep 2017.
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Launch Date
10 Dec 1999
10 Dec 1999
-
Custodian
NA
Deutsche Bank
-
Registrar & Transfer Agent
Cams
Cams
-

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